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Name Holding Trade Value Shares
Change
Change in
Stake
LPP
6026
Life Planning Partners
Florida
$283K +$8.09K +20 +3%
Pzena Investment Management
6027
Pzena Investment Management
New York
$282K -$2.83K -7 -0.9%
RRMM
6028
Regatta Research & Money Management
Louisiana
$280K +$305K +755 New
VWA
6029
Vistica Wealth Advisors
California
$280K -$27.1K -67 -8%
PVAMC
6030
PPS&V Asset Management Consultants
Michigan
$280K -$21.4K -53 -7%
GW
6031
Graetz Wealth
Michigan
$275K -$5.26K -13 -2%
RCG
6032
Ruane, Cunniff & Goldfarb
New York
$275K
EF
6033
Elite Financial
Idaho
$272K +$36K +89 +14%
MFG
6034
Mendota Financial Group
Wisconsin
$272K -$9.31K -23 -3%
CWA
6035
Cornerstone Wealth Advisors
Minnesota
$271K +$29.9K +74 +11%
TWM
6036
Troutman Wealth Management
Pennsylvania
$271K -$405 -1 -0.1%
LWP
6037
Laurel Wealth Planning
Minnesota
$271K +$26.3K +65 +10%
JFG
6038
JDM Financial Group
Texas
$270K +$35.6K +88 +14%
NIA
6039
NIA Impact Advisors
California
$269K -$2.72M -6,720 -90%
CWGL
6040
Cedrus Wealth Group LLC
Minnesota
$268K -$1.13M -2,788 -79%
KL
6041
Keenan LLC
Massachusetts
$268K -$7.28K -18 -2%
BWM
6042
Base Wealth Management
Florida
$267K -$3.24K -8 -1%
TWM
6043
Thryve Wealth Management
Texas
$267K -$63.1K -156 -18%
EPI
6044
Eddie Patel Inc
Illinois
$266K -$379K -936 -57%
IWM
6045
Inlight Wealth Management
Georgia
$266K +$405 +1 +0.1%
DFS
6046
Demming Financial Services
Ohio
$266K +$5.26K +13 +2%
AC
6047
Applied Capital
Arkansas
$265K +$10.1K +25 +4%
RPA
6048
Redwood Park Advisors
California
$265K -$111K -274 -28%
AI
6049
Arrien Investments
Idaho
$263K +$22.7K +56 +9%
AAM
6050
American Asset Management
Florida
$263K +$285K +705 New